Buy GEI Industrial: Sharmila Joshi, Emkay

ET Now spoke to Sharmila Joshi, Co-Head PCG Sales, Emkay Global Financial Services, on her stock picks.

What's the other pick?

The other stock that I would like to talk about is GEI Industrial. In fact, we do not really have it under formal coverage but it is a very interesting play. Here, you are talking of air cooling systems. Once again, a very good order book.

You are talking of Rs 1000 crore order book and they have a capacity expansion going on most of which is actually going to be operational in October of this year. Because of the sudden jump that they have seen in order book, obviously this new capacity addition that is coming in, is going to really be able to service that.

So a very interesting stock again and here the key thing to watch for would be that if they were to get any really large size power project in the coming months, then lot of things could change substantially for this company. So it is at an interesting level that you should definitely keep the stock on your radar.